Zocks

Zocks is an AI-powered workspace built specifically for financial advisors who want to eliminate the manual busywork that surrounds every client interaction. By listening in on meetings, reading client emails, and processing submitted documents, Zocks turns scattered conversations and files into structured, searchable records that stay in sync with your existing CRM and financial planning software. Before a meeting even begins, Zocks prepares a tailored agenda and surfaces the key client details that matter most, so advisors walk into each conversation fully prepared. During the call, it captures structured notes with speaker attribution, making it easy to review who said what and follow up on specific commitments. After the meeting wraps, Zocks drafts personalized follow-up emails and updates the relevant systems automatically, removing the need to retype notes or re-enter data. Day-to-day email management becomes significantly lighter as well. Zocks generates detailed draft replies grounded in a client's full record and prior conversation history, allowing advisors to respond quickly and accurately without composing every message from scratch. For document-heavy workflows, Document Intelligence extracts relevant client and financial details from uploaded files and pushes them into the right fields across connected platforms. Zocks Forms further reduces friction by auto-filling intake, fact finder, and account opening forms using client data already collected from CRMs, planning tools, and past meetings. Advisors can also extend these capabilities through Zocks MCP, which connects models like Claude and ChatGPT directly to a firm's client intelligence while keeping data governed under centralized policies and controls. Together, these features help advisory firms scale personalized service without scaling headcount.